Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,851 | $217,427+4.3% | $185,837+22.1% | $167,518+35.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.96% | 148.39%-147.4pp | 122.08%-121.1pp | 478.71%-477.8pp |
| Employer contribution / active EE | $12,997 | $5,874+121.2% | $5,168+151.5% | $4,838+168.6% |
| Participant deferral / active EE | $9,631 | $6,357+51.5% | $5,568+73.0% | $6,342+51.9% |
| Admin fee / account holder | $65,357 | $19,816+229.8% | $16,241+302.4% | $12,312+430.8% |